# Marketing Automation Workflows > Use when building marketing automation systems and flows. - Skill: `loopyluci/marketing-automation-workflows` (Agent Skill) - Install (CLI): `npx skillmds@latest add loopyluci/marketing-automation-workflows` - Raw SKILL.md: https://api.skillmd.com/api/skills/loopyluci/marketing-automation-workflows/raw - Safety review: pending (external: skill-scanner PASS, skillspector PASS) - Works with: Claude Code, Claude.ai, OpenAI Codex - Category: Marketing & Growth - License: MIT - Author: LoopyLuci (https://skillmd.com/u/loopyluci) - Updated: 2026-09-08 - Page: https://skillmd.com/skills/loopyluci/marketing-automation-workflows --- # Marketing Automation Workflows Building automated marketing workflows that nurture leads, engage customers, and drive conversions — from trigger-based email sequences through multi-step automation and lead scoring. ## When to Use - Automating repetitive marketing tasks (follow-ups, assignments, notifications) - Building multi-step email automation sequences - Implementing lead scoring and routing - Creating behavior-triggered marketing campaigns - Integrating marketing automation with CRM ## Workflow Engine ```python from typing import Dict, List, Optional, Callable from datetime import datetime, timedelta import json import uuid class WorkflowTrigger: """Define what starts a workflow.""" TYPES = { 'form_submission': 'User submits a form', 'page_visit': 'User visits a specific page', 'email_click': 'User clicks a link in an email', 'email_open': 'User opens an email', 'purchase': 'User makes a purchase', 'lead_created': 'New lead enters the system', 'lead_stage_change': 'Lead moves to a new stage', 'date_based': 'Specific date or anniversary', 'tag_added': 'Tag is applied to a contact', 'score_threshold': 'Lead score reaches a threshold', } class AutomationWorkflow: """Design multi-step automation workflows.""" def __init__(self, name: str, trigger_type: str, trigger_config: Dict): self.name = name self.trigger = {'type': trigger_type, 'config': trigger_config} self.steps = [] self.goals = [] def add_step(self, action_type: str, config: Dict, delay_hours: int = 0, condition: Dict = None) -> 'AutomationWorkflow': """Add a step to the workflow.""" step_id = str(uuid.uuid4())[:8] self.steps.append({ 'id': step_id, 'action': action_type, 'config': config, 'delay': delay_hours, 'condition': condition, }) return self def add_goal(self, description: str, metric: str, target: float): """Add a measurable goal for this workflow.""" self.goals.append({ 'description': description, 'metric': metric, 'target': target, }) ``` ## Common Workflow Templates ```python WORKFLOW_TEMPLATES = { 'welcome_series': { 'name': 'Welcome Series', 'trigger': 'form_submission', 'steps': [ {'action': 'send_email', 'delay': 0, 'template': 'welcome_email'}, {'action': 'add_tag', 'delay': 0, 'tag': 'new_subscriber'}, {'action': 'wait', 'delay': 24, 'description': 'Wait 24 hours'}, {'action': 'send_email', 'delay': 0, 'template': 'day_1_nurture'}, {'action': 'update_score', 'delay': 0, 'points': 5}, {'action': 'wait', 'delay': 72, 'description': 'Wait 3 days'}, {'action': 'send_email', 'delay': 0, 'template': 'day_4_offer'}, {'action': 'condition', 'delay': 0, 'if': 'clicked_last_email', 'then': 'move_to_hot_lead'}, ], }, 'abandoned_cart': { 'name': 'Abandoned Cart Recovery', 'trigger': 'cart_abandoned', 'steps': [ {'action': 'wait', 'delay': 1, 'description': 'Wait 1 hour'}, {'action': 'send_email', 'delay': 0, 'template': 'cart_reminder_1'}, {'action': 'wait', 'delay': 24, 'description': 'Wait 24 hours'}, {'action': 'send_email', 'delay': 0, 'template': 'cart_reminder_2'}, {'action': 'wait', 'delay': 48, 'description': 'Wait 48 hours'}, {'action': 'send_email', 'delay': 0, 'template': 'cart_reminder_3'}, ], }, 'lead_reattempt': { 'name': 'Lead Re-engagement', 'trigger': 'lead_stage_change', 'trigger_config': {'stage': 'lost'}, 'steps': [ {'action': 'wait', 'delay': 720, 'description': 'Wait 30 days'}, {'action': 'send_email', 'delay': 0, 'template': 'we_miss_you'}, {'action': 'condition', 'delay': 0, 'if': 'opened_last_email', 'then': 'move_to_reactivated'}, {'action': 'wait', 'delay': 720, 'description': 'Wait 30 days'}, {'action': 'send_email', 'delay': 0, 'template': 'final_offer'}, {'action': 'condition', 'delay': 0, 'if': 'no_engagement', 'then': 'mark_as_inactive'}, ], }, 'post_purchase': { 'name': 'Post-Purchase Follow-up', 'trigger': 'purchase', 'steps': [ {'action': 'send_email', 'delay': 0, 'template': 'order_confirmation'}, {'action': 'wait', 'delay': 24, 'description': 'Wait 1 day'}, {'action': 'send_email', 'delay': 0, 'template': 'shipping_update'}, {'action': 'wait', 'delay': 168, 'description': 'Wait 7 days'}, {'action': 'send_email', 'delay': 0, 'template': 'feedback_request'}, {'action': 'add_tag', 'delay': 0, 'tag': 'customer'}, ], }, } def get_workflow_template(name: str) -> Dict: return WORKFLOW_TEMPLATES.get(name, WORKFLOW_TEMPLATES['welcome_series']) ``` ## Lead Scoring ```python class LeadScoringModel: """Define and calculate lead scores based on behavior.""" POSITIVE_SIGNALS = { 'email_open': 5, 'email_click': 10, 'page_visit': 3, 'form_submit': 15, 'demo_request': 30, 'pricing_page': 20, 'case_study_view': 10, 'trial_start': 25, 'webinar_attend': 20, 'content_download': 8, } NEGATIVE_SIGNALS = { 'email_unsubscribe': -50, 'bounce': -20, 'spam_complaint': -100, 'job_change': -10, } @staticmethod def calculate_score(contact_events: List[Dict]) -> Dict: score = 0 breakdown = [] for event in contact_events: event_type = event.get('type', '') if event_type in LeadScoringModel.POSITIVE_SIGNALS: points = LeadScoringModel.POSITIVE_SIGNALS[event_type] score += points breakdown.append(f"+{points}: {event_type}") elif event_type in LeadScoringModel.NEGATIVE_SIGNALS: points = LeadScoringModel.NEGATIVE_SIGNALS[event_type] score += points breakdown.append(f"{points}: {event_type}") return { 'total_score': score, 'breakdown': breakdown, 'rating': 'hot' if score >= 80 else 'warm' if score >= 40 else 'cold', } ``` ## Common Pitfalls 1. **Over-automating** — not every touchpoint needs automation; personalize where it matters 2. **No testing** — automated workflows with broken links or typos go out to thousands 3. **Trigger stacking** — multiple automations triggered simultaneously confuse the contact 4. **Ignoring unengaged contacts** — sending to unengaged contacts hurts deliverability 5. **Too aggressive timing** — 5 emails in 2 days feels spammy; space them out appropriately 6. **No exit conditions** — workflows should remove contacts who convert or opt out ## Verification Checklist - [ ] Workflow triggers clearly defined - [ ] Steps include appropriate delays between actions - [ ] Conditional branching configured (if/else paths) - [ ] Lead scoring model defined (positive and negative signals) - [ ] Exit conditions set (unsubscribe, conversion) - [ ] Workflow tested with test contacts before going live - [ ] Performance monitored (completion rate, conversion rate) - [ ] Integration with CRM verified ## See Also - email-marketing-campaigns — email sequences within workflows - crm-sales-pipeline — lead routing and CRM integration - marketing-funnel-design — workflow stages aligned with funnel - list-building-email-growth — feeding leads into workflows